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Jacquelyn Ruth Kesterson

Sofi Wealth LLC

San Francisco, CA

Omaha, NE

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Current Employers
Sofi Wealth Llc

234 1St Street, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-12-04
  • NE RA
    APPROVED
    Since 2024-12-04

Branch Locations

234 1St Street, San Francisco, CA 94105 • United States

Omaha, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Omaha NE 06/2013 07/2020
Orion Advisor Technology, Llc Omaha NE 07/2020 09/2024
Brinker Capital Securities Berwyn PA 10/2021 09/2024
Orion Portfolio Solutions Omaha NE 01/2023 09/2024
Sofi Securities, Llc Claymont DE 10/2024 Present
Sofi Wealth, Llc Claymont DE 10/2024 Present
  • 06/2013 → 07/2020
    Td Ameritrade
    Omaha, NE
  • 07/2020 → 09/2024
    Orion Advisor Technology, Llc
    Omaha, NE
  • 10/2021 → 09/2024
    Brinker Capital Securities
    Berwyn, PA
  • 01/2023 → 09/2024
    Orion Portfolio Solutions
    Omaha, NE
  • 10/2024 → Present
    Sofi Securities, Llc
    Claymont, DE
  • 10/2024 → Present
    Sofi Wealth, Llc
    Claymont, DE
Previous Registrations
  • 2023-01-17 → 2024-10-04
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2020-07-17 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2013-09-18 → 2020-07-17
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
    St Louis, MO
    St Louis, MO
  • 2013-09-16 → 2018-03-27
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-07
  • S66 Uniform Combined State Law Examination
    2013-09-07
Other Names
  • Jacquelyn Ruth Prine
  • Jackie Kesterson
  • Jacquelyn Ruth Kesterson

View on SEC IAPD

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PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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